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IYSMX vs VSCIX
IYSMX vs VSCIX Comparison
Open Charts IYSMX vs VSCIX
Delaware Ivy Smid Cap Core Fund
Price$16.66
Change+$0.10 (+0.60%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$116.28
Change+$1.25 (+1.09%)
VolumeN/A
CapitalizationN/A
IYSMX vs VSCIX Comparison Chart
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IYSMX vs. VSCIX commentary
Dec 23, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is IYSMX is a Hold and VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 167B vs. IYSMX (352M). VSCIX pays higher dividends than IYSMX: VSCIX (1.43) vs IYSMX (0.55). IYSMX was incepted earlier than VSCIX: IYSMX (12 years) vs VSCIX (27 years). IYSMX is a more actively managed with annual turnover of: 13.00 vs. VSCIX (12.00). IYSMX has a lower initial minimum investment than VSCIX: IYSMX (0) vs VSCIX (5000000). IYSMX annual gain was more profitable for investors over the last year : 15.32 vs. VSCIX (14.56). VSCIX return over 5 years is better than : 48.08 vs. IYSMX (-6.48).
| IYSMX | VSCIX | IYSMX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 27 years | - |
| Gain YTD | 14.457 | 14.069 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 352M | 167B | 0% |
| Annual Yield % from dividends | 0.55 | 1.43 | 39% |
| Returns for 1 year | 15.32 | 14.56 | 105% |
| Returns for 3 years | -9.74 | 10.65 | -92% |
| Returns for 5 years | -6.48 | 48.08 | -13% |
| Returns for 10 years | -1.77 | 115.99 | -2% |